Works
- The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, 2012
In Thinking Tools
Known for
Founder of the Boston firm Housatonic Partners, he profiled eight chief executives whose companies outperformed their peers and the market, and argued that their common strength was disciplined capital allocation, judging each use of cash by its long-run return to shareholders. It is an investor's book of case studies, not research.